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Best financial advisors in Pearl River, NY

Registered advisers within 25 miles of Pearl River, NY.

Offices
5,484
Firms
3,560
Combined AUM
$61.4T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,719,562 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

RIDGEWOOD PRIVATE EQUITY PARTNERS
LPL ENTERPRISE, LLC
PORTFOLIO STRATEGIES INC NY
LPL FINANCIAL LLC
NEWEDGE ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SEIX CLO MANAGEMENT LLC
VIRTUS INVESTMENT ADVISERS, LLC
OSAIC WEALTH, INC.
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
G.B. ALLEN ASSOCIATES, INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
OSAIC ADVISORY SERVICES, LLC
PARK AVENUE SECURITIES LLC

Investors

THOMAS FRANCIS AGNEW
Zev Katz
Aron Soifer
JODY DEAN GRABER
ELI MOALLEM
JONATHAN C KARN
SHAWN DAVID DANZIGER
DIANE MARIE REED
Jennifer Levine
FRANK JOSEPH DAGUANNO
Jason Michael Lilli
Thomas Christopher Bell
MICHAEL EMR
KENNETH SCOTT BOTWINICK
GREGORY MICHAEL EMR
ELIZABETH ANN EMR
ANNE KAREN CASTRO
ADAM Foster KING
Charles J. Reitemeyer
Samantha T Price
Timothy Blair
THOMAS PATRICK KELLY
DANIEL JOSEPH PARROTT
Charles IRA Slater
AMERICO REGO LISBOANO
John Campbell Sung
WILLIAM MICHAEL PRESSMAN
MICHAEL BALE
JOSEPH ANDREW GRANT
Jaime Osvaldo Guzman
BRYAN SCOT NUNBERG
Robert S Collesano
Mark L Rosalimsky
Edward J Byrne
Sally McLeod
Kenneth Menezes
Dale Perez
David Imrith
LANCE NAT MILLMAN
MICHELLE TOBI ROSENBERG
JOSEPH PATRICK CAIN
CHRISTOPHER CHARLES CIANI
Gina Diaz

Within 25 miles of Pearl River, NY, Best Investors lists 3,560 registered investment advisory firms with 5,484 offices nearby, managing about $61.4T in combined regulatory AUM across 4,719,562 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Pearl River

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM